PowerInvestmentTools
by Cornerstone Revolutions
Cornerstone's PowerInvestmentTools is a suite of software products and service solutions developed specifically for independent investment professionals. With our PowerAdvisor system you can efficiently manage your client's assets with a single toolset for portfolio management, performance measurement, reporting and billing. Our Tools allow you to flexibly manage the complexities of your practice for however you do business - both now and in the future.
- Account Management
- Alternative Asset Management
- Benchmarking
- Bonds
- Commission / Incentive Management
- CRM Integration
- Custom User Interface
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Equities
- Fixed-Income Products
- Mobile Access
- Multi-Portfolio Management
- Mutual Funds
- Performance Metrics
- Reporting
Available on the following platforms: Windows, Web Based
Support available: Regular Business Hours, Online/Self Service
About Cornerstone Revolutions
Year Founded: 2002
Location: Oregon - United States
Number of Customers: 300
Industries Served: Financial Services
Annual Revenue: $0-1 Million